Filed October 27, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $144,057 |
BANCFIRST8+ years Service code 27 · EIN 73-1332918 | Advisory (Plan) | $74,748 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 E. ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,922 |
EMPLOYEE BENEFITS GROUP, LLC8+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $22,024 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,359 | $46,292-32.3% | $143,757-78.2% | $64,808-51.6% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -14.27% | -10.05%-4.2pp | -0.04%-14.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,245 | $1,910-34.8% | $4,951-74.8% | $2,506-50.3% |
| Participant deferral / active EE | $3,684 | $2,646+39.3% | $5,637-34.6% | $4,310-14.5% |
| Admin fee / account holder | $286 | $154+85.7% | $14,673-98.1% | $188+52.1% |